# Page 3 | Jenesis Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Jenesis Software the right Insurance Policy solution for you? Explore 283 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/119068/Jenesis-Software/reviews --- Jenesis Software 4.7 (283) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 3 - Reviews of Jenesis Software ## Showing most helpful reviews Showing 51-75 of 283 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RN Ryan N. Insurance Agent Insurance Used the software for: 2+ years ### "Jenesis Software is AWESOME" September 20, 2023 5.0 It was a pleasure working with the Jenesis team getting our agency off the ground. We could not have done it with out their help and expertise. Pros The ease of using the product. The software is so easy to us that even a beginner has no problem getting familiar with the software. Cons There are no real negative draw backs to the software other than there are times it will keep a policy "active" that has actually been canceled. Review Source MS MARY S. PRESIDENT Insurance Used the software for: 2+ years ### "AGENCY ADVANTAGE" December 6, 2023 5.0 Pros Agency Advantage is very user friendly. The screens are easily navigated and conscise. Cons I can not think of anything that I do not like about Agency Advantage. Review Source KW Kristen W. Manager/Agent Insurance Used the software for: Less than 6 months ### "Thank you, Jenesis!" October 17, 2023 5.0 We had a backlog of over a year of business that was not being maintained properly due to our previous management software being unsupportive and hard to use. All of that changed when we switched to Jenesis and their team members have helped me get back up and running within a month or so. Pros Jenesis Software is by far the best Agency Management System I've found. I looked high and low for options that were user friendly, thorough and affordable. Jenesis checked all of my boxes and provided premier customer service. Cons I haven't found anything that I dont like about Jenesis yet. Reason for choosing Jenesis Software The offerings were matched by the "big" companies but at a better price. And i really enjoyed the customer service I recieved while searching for a change. We had just gone through a Category 5 hurricane and Jenesis has been patient in my onboarding and waited for me to be ready without being pushy. Review Source DY Daniel Y. agent Insurance Used the software for: 2+ years ### "Easy software I've ever used." May 19, 2023 5.0 Overall, it is very useful. Pros I can use it easily without any specific instructions.If so, there are so many instructions on Youtube. Cons merge function.Sometimes renewal notice is not coming up on renewal box. Review Source SB Suzanne B. Owner/Producer Insurance Used the software for: Less than 6 months ### "Jenesis Conversion" October 23, 2023 5.0 Pros Our conversion from EZ Lynx to Jenesis has been fantastic. The communication and response time from Jenesis has been second to none. Everyone has been so nice and patient. Definitely a 10! Cons I would like to be able to add custom fields on some of the screens. Reason for choosing Jenesis Software Ease of Use; Small Company with Personal Attention Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) The cost of EZ Lynx was very expensive and very limited functionality. Accounting and commission features were only available at an additional charge. Review Source Johnny E. Owner/Agent Used the software for: 2+ years ### "Very good to work with. Constantly improving something that's already good." October 9, 2017 5.0 I just put all this in a few pages back. So hey let's review. It makes keeping up with customers and their forms much easier. Pros Functional. The buttons aren't a mystery to find. I use this software daily at three locations. It has streamlined my procedures for keeping up with forms and files. If I get a call from an adjuster wanting a copy of forms all I have to do is pull up the name of the customer and efax it right out. Cons Lack of name recognition. I'm sure this won't last long. The only other downside is that it can be a little fussy with downloads. If everything doesn't match up you have to do a manual override. Good and bad in that. Review Source CC Charity C. office manager Insurance Used the software for: 2+ years ### "Charity Review of Jenesis" June 27, 2023 5.0 Pros Very easy to navigate through and customer service is always really helpful Cons I wish it was a tad faster. Take longer than I like when I am trying to search for a customer Review Source MB Mariah B. Commercial lines CSR Insurance Used the software for: 6-12 months ### "Huge Upgrade!" November 11, 2020 5.0 This has help streamline my job so much and I am still finding new ways to work the Jenesis features into my job to make it even easier! Pros We love how many features we can utilize to streamline our processes. Being able to email and text directly from the system and having it note what you sent automatically has made a world of difference in my job personally! I love the client image sections organizing capabilities and lay out. Such a huge improvement from our basic system we were using before, it finally feels like we can trust the information that's in our customers electronic file. Cons Like any platform it has it's glitches and errors but the team is usually helpful. The tech support system is kind of contrived though so a lot of the smaller issues we just find work arounds for (like ACORDS not saving to images ect) because it's not worth the back and forth to explain when and where the small issues occur. Review Source Response from Jenesis Software November 16, 2020 Mariah, thank you so much for the amazing and honest review. We are more than grateful to have you guys as part of the Jenesis family and look forward to the future with your team! HN Howard N. agent Insurance Used the software for: 2+ years ### "Agents Review" September 22, 2022 5.0 Jenesis has always been a good software to use I believe it's vital to our success Pros how easy it is to use and it allows all agents to see the progress Cons I can't think of any right now, but I'm sure there are some Review Source Response from Jenesis Software October 20, 2022 Thank you, Howard! We appreciate the kind words!! nC nancy C. Agent Insurance Used the software for: 2+ years ### "Jenesis Software " February 1, 2024 5.0 Very easy and helpful and overall the team is very knowledgeable Pros I like everything is a very easy to use system Cons I really don't have anything negative to say about Jenesis Review Source Response from Jenesis Software February 13, 2024 Nancy, thank you for your kind words! We strive to make Jenesis easy to use for agents to help them succeed. WL William L. Vice President Insurance Used the software for: 2+ years ### "Excellent System" March 10, 2021 5.0 Eddie, we have been out of the office for several days. Sorry for the late response. If every company/business was as concerned with their product and service as Jenesis is, it would be a much better world. You guys do an amazing job with your service and response time. We currently do not have any issues. If you wanna (nic-pic) one thing that comes to mind is make sure every report we run prints the date on it. I know there are a couple I hand write the date on each month I run them. (if you haven't already corrected) Plans are this year to attend the retreat Jenesis holds. We have not been able to attend in the past but are putting an extra effort in going this year. From past videos I am sure it will be beneficial to the office. On a scale of 1-10.....Who could not rate Jenesis at a 10 ? Perfect....nothing is....but you make every effort to appease any/all requests or at least explain the reasoning. William David Long Vice President Freedom Insurance Agency, Inc Pros Ease of use....Service.....Support Always improving the system Cons No issues . Team is always improving and asking what is needed Review Source RM Rob M. Insurance Agent Insurance Used the software for: 2+ years ### "Jenesis Software " March 20, 2024 5.0 Pros Reporting for monthly auto policy sales sources Cons Sometimes the system will get a little glitchy Review Source Response from Jenesis Software April 25, 2024 Thank you, Rob, for your review! We're glad that Jenesis Software's reports are working well in your agency. Welcome to the Jenesis family! VG Vanessa G. Insurance broker Insurance Used the software for: 2+ years ### "Affordable and easy to use!" January 30, 2020 5.0 My website has been helpful because I have someone to call if I need any changes, updates, or system fixes. \[SENSITIVE CONTENT HIDDEN\] has provided me with tips and tools to keep me on top of google searches, and he does his part to make sure I am up to date as well. I have acquired a broader customer base with the Quoting tool on my website. \[SENSITIVE CONTENT HIDDEN\] was able to filter out spam so I am now getting legitimate quote requests on all product lines. I am guilty in that I don't check my website often enough, but I know it is in good hands with Jenesis. Pros Jenesis is easy to access and use as a multi tool for my business. It has helped me broaden my customer base and feel like I am up to date with today's internet search technology. I love that people can search "insurance" or other key words and my business pops up first. Cons I can't think of anything that I don't like. I have been with Jenesis for years! Review Source Response from Jenesis Software February 3, 2020 Thank you so much for being a JenesisWeb customer, Vanessa! We appreciate you! RC Rhonda C. CSR Insurance Used the software for: 1-2 years ### "Csr" March 11, 2022 5.0 I learned that you can store al kids of information, media and data, and it keeps it nice and easy to find. Pros Very easy to learn, navigate and the product itself says it all. Cons Nothing but the best. Makes working easy. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Company switched because Jenesis is way easier and not complicated like the others. Review Source Response from Jenesis Software July 5, 2022 Rhonda, thank you for your amazing review! We're happy to have you with us at Jenesis! AW Amber W. Agency Principal/Agent Insurance Used the software for: Less than 6 months ### "Just what we needed!" May 11, 2023 5.0 So far so good. Glad we chose Jenesis! Pros Jenesis is perfect for insurance agencies and brokers! So easy to use and so intuitive. Built by insurance pros for insurance pros. Cons Can’t think of any cons! We love the ease of use and capability of Jenesis. Alternatives considered [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[EZLynx](https://www.capterra.com/p/102928/EZLynx/) Reason for choosing Jenesis Software Price and features Switched from [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Ready for a change. Review Source AM Angel M. Agent Insurance Used the software for: 2+ years ### "5 Stars!" August 2, 2022 5.0 Pros I would rate Jenesis as a 10! We can always get an answer for any problem we have in a timely matter and love the fact that we always get to speak with an actual human. Cons Some things are a little tricky, but customer service is always there to help! Review Source Response from Jenesis Software August 3, 2022 Wow, thank you, Angel! We appreciate you! MC Matthew C. Owner / Agent Insurance Used the software for: 2+ years ### "Jenesis Software Review" January 30, 2023 5.0 The Team has been excellent. Always quick to respond, super helpful and a delight to work with. Our agency, really enjoys the "Chat" feature, so we can shoot print screens of any issues or error messages we are seeing, so your team can pinpoint the issues, immediately to meet our needs. Pros Ease of use and Customer Service makes our job so much more efficient to daily tasks. Cons None, the overall rating speaks for itself. Review Source AW Ann W. Office Manager Insurance Used the software for: 2+ years ### "Love Jenesis" June 5, 2019 5.0 Preparing my E & O is very easy with this software. A couple of buttons and you know what you made from which company. It's so easy to work with. I'm not very computer literate, but Jenesis is easy for me. Of course, I love that. Pros We all love Jenesis at our office. The ease of looking up a customer, seeing all the notes about the customer let you know what has happened with them without having to go through all that again by mouth. You post the payments to Jenesis, and you make notes. One look and you know what's going on. You can see if they are canceled, pending cancelation or right on time. Cons The least thing I like about Jenesis is when you post a payment you get notes back, example The date paid field on this policy is empty. I'm not sure if we are properly putting the information in or it's just a hiccup. Review Source TB Teresa B. P&C Agent Insurance Used the software for: 2+ years ### "Wonderful system!" March 23, 2023 5.0 Since we are not a paper free office, I am sure that we are not using all of the wonderful features offered by the program. However, for what we use it for, it works wonderfully! Pros The ability to look up a client with multiple options. Phone number being one of the best!! Cons It will time out and kick me out of the system a couple of times a day Review Source CR Christian R. Agent Insurance Used the software for: 2+ years ### "What's not to like?" May 30, 2023 5.0 Pros Layout is super easy to use. Makes our everyday run smoothly Cons With Jenesis Now we can no longer print endorsement request like we could in classic Review Source DG David G. President Insurance Used the software for: Less than 6 months ### "Easy to use software by a team that understands the industry " May 20, 2023 5.0 Jenesis makes it easy to understand your business while also keeping you organized and up to date on tasks and renewals as they come in. Pros I find that the dashboard is easy to navigate and also that each process has been simplified Cons The only item I'd like to see is a widget on the dashboard that shows total policy volume in premium dollars and have it categorized by policy type. Alternatives considered [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Reason for choosing Jenesis Software Competitive price and easy of use. Also they were highly rated in the industry and attentive to my inquires about their products. Review Source Jared F. Agent Insurance Used the software for: Less than 6 months ### "Great software. Excellent Service" July 3, 2023 5.0 Pros Jenesis is accurate and very easy to use. Cons There are a few minor features that could be improved, but Jenesis seems willing to work with us. Review Source CR Chay R. CSR Insurance Used the software for: 6-12 months ### "Overall happy " February 6, 2023 5.0 I like it overall Pros Well organized and fast to update any file. Cons Sometimes it freeze up and you have to start all over again Review Source JW Jennifer W. Licensed Insurance Agent Insurance Used the software for: 6-12 months ### "Awesome Company" September 9, 2022 5.0 Pros Jenesis is amazing. The system is easy to work with and I keep learning new things to use. The staff is friendly and incredible to work with. Cons I haven't had any problems or issues that I haven't liked. Alternatives considered [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing Jenesis Software Price and professionalism. Review Source Response from Jenesis Software September 19, 2022 We greatly appreciate your kind words, Jennifer! Happy to have you! JP Joyce P. Executive Administrator Insurance Used the software for: 2+ years ### "Easy to Use JenesisNow software and training" November 30, 2022 5.0 Pros JenesisNow looks very streamlined - I love how you can customized your space! It also is easy to use (specially vs the Classic). Training and support staff are awesome! Cons None so far, merging information, uploading documents and using the software seems very easy to use. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.